Done-With-You Retreat Service


but you aren't an event planner.
With this full-service package, you'll get a strategic partner to co-design your retreat, manage the logistics, and handle the execution while you lead like the powerhouse you are.
→ I help you find your options, you make the decisions
→You get access to my expertise and resources
→ With my years of retreat experience, I'll make sure you don't forget anything
✓ This is the "all in" package that covers it all!

What's Included...
Retreat Planning Intensive
Determine your "why" (your attendee transformation).
Who is this for? How many can you serve?
What is the "vibe" you are envisioning?
What is your retreat length and schedule?
What venue will be perfect?
How will you promote your retreat?
Your retreat budget & determining ticket price!
What is included/ not included?
Who do you need on your team?
What FAQ need to be answered for you and your attendees?
Enter your bullet points here..
Retreat Assistant and Guest Concierge
Arrive the day before your retreat and stay until the last guest departs.
Your right-hand for whatever you need.
Coordinate outside vendors and internal team.
Keep you and your attendees on schedule.
Concierge for your guests before and during event- questions, travel help, point of contact, check in and VIP support.
On time venue check out/ load out checklist so you get your deposit back, but not at the expense of the perfect send-off experience for your guests.
Your behind-the-scenes coordinator who keeps things calm, on time, and puts out fires as if they were birthday candles.
Enter your bullet points here..
Not included in other packages
Budget & ticket price template w/ 'what if' formulas.
Venue tracker and comparison worksheets.
Email swipe files for promotion.
Contract templates for vendors/ outside support.
Attendee agreement template.
Detailed timeline pre-event with reminders so you never miss a deadline.
Swag suggestions and contacts, and schedule of deliverable mini-gifts to keep ticket holders engaged.
Zoom call check-ins at key points, and Voxer support in between.
Set up and monitor Voxer group chat for attendee questions.
Enter your bullet points here..

And it's not one-size-fits-all.
JUST 3 EASY STEPS
Complete a short (5-10 minutes) intake form to tell me your vision...
Set up your BONUS 45-minute call with me so we can talk about your dream retreat...
Get your custom quote, and let's make this happen!
Enter your bullet points here..



"I thought I needed a venue. What I really needed was someone to walk through the strategy with me first. This saved me weeks of trial and error!"

Valerie had me decide on my transformation statement for my attendees before making any other decisions. I was thinking about picking dates and putting down deposits and would have wasted so much time and money. Having someone who knows what they are doing put decisions in the right order is priceless!



You understand the importance of in-person connections that cannot be duplicated by A.I.
You know your customer and your community and want to take them to the next level.
You are an expert at what you do, but not in event planning and
management.






.
A custom quote will be provided based on our conversation, nothing is due today.



Fill out the intake survey. It only takes 5-10 minutes.

Submit the intake survey and schedule your FREE BONUS 45-minute call on my calendar.

I can't wait to hear your story! Let's see how we can make your retreat dreams come true.
- Is the call and quote REALLY free?Absolutely! I want to see people meeting in person again- we have forgotten the value of human connection. If I can offer advice, a planning-only package, or free resources to help you, then it's worth my time and I know it will be worth yours.
- Do I need to have a date or venue before we start?Nope- we can figure it out together.
- What if I have a vision board or a folder of ideas already. Do I need this?The Vision to Venue Package will be the perfect plan for you before you put down any deposits and want all of your pieces fit together. We will make sure you have a strategic roadmap to follow so you have everything you need and nothing falls through the cracks. And then, we will execute it perfectly so your attendees will be saying, "Where can I sign up for the next one?!"
- How far in advance should I start planning for my retreat?Let's reverse engineer this question. Let's say you are planning your retreat on a certain date (approximate). You will want to start selling your spots 4-6 months (or more) in advance so you can offer a payment plan. You will want to start promoting for at least 4 weeks before sales go live. The perfect time to complete your Vision to Venue plan is
6-12 months before your retreat. - Does the Vision to Venue work for planning a Workshop or Conference?Yes, although it is designed for multi-day retreat planning, it will also work for in-person workshops and small conference planning. Since it is uniquely tailored for your event, we can customize the plan to fit your needs. Additional services may be suggested for conference planning.
- Do you have a payment plan for your services?Of course! In-person retreats and events are unique because deposits are often required for venues and vendors before ticket sales come in. We will carefully budget expenses to determine ticket prices so you cover your expenses and pay yourself a profit.
We can get started planning with a deposit based on your custom quote, and final payment is due at the END of the event- I am that confident that you will be thrilled with how it turns out.
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RECAP OF WHAT’S INCLUDED
➤Complete done-with-you planning
➤ Determine your transformation and who your event is for.
➤ Email swipe files and promo plan & timeline.
➤ Lay out the vision and vibe for your gathering.
➤ Pricing and budget templates completed with you.
➤ Venue comparison spreadsheet for decision making
➤ Determine who needs to be on your support team.
➤ A framework for your schedule during the retreat.
➤ Timeline from promotion to event.
➤Contract templates for vendors and attendee agreements.
➤ On-site implementation of your perfect retreat plan.
Your complete Done-With-You Retreat!
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